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Berkshire Hathaway Class B
BRK.B

1,327 hedge funds and large institutions have $84B invested in Berkshire Hathaway Class B in 2013 Q2 according to their latest regulatory filings, with 1,327 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

66.51% more ownership

Funds ownership: 0% → 66.51% (+67%)

9% more call options, than puts

Call options by funds: $1.06B | Put options by funds: $975M

Holders
1,327
Holders Change
+1,327
Holders Change %
–
% of All Funds
43.31%
Holding in Top 10
216
Holding in Top 10 Change
+216
Holding in Top 10 Change %
% of All Funds
7.05%
New
1,327
Increased
–
Reduced
–
Closed
–
Calls
$1.06B
Puts
$975M
Net Calls
+$85.8M
Net Calls Change
+$85.8M

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
CG
1201
Colony Group
Massachusetts
$249K +$245K +2,225 New
LC
1202
Lakeshore Capital
Alabama
$248K +$243K +2,213 New
MBT
1203
Monroe Bank & Trust
Michigan
$247K +$243K +2,213 New
JMFC
1204
J.M. Forbes & Co
Massachusetts
$246K +$242K +2,196 New
MG
1205
MDE Group
New Jersey
$245K +$240K +2,185 New
GGPS
1206
Gary Goldberg Planning Services
New York
$242K +$237K +2,158 New
DLCIG
1207
D.L. Carlson Investment Group
New Hampshire
$241K +$237K +2,150 New
PWM
1208
ParenteBeard Wealth Management
Pennsylvania
$241K +$237K +2,155 New
Verition Fund Management
1209
Verition Fund Management
Connecticut
$240K +$236K +2,146 New
BHBT
1210
Burke & Herbert Bank & Trust
Virginia
$239K +$235K +2,138 New
FA
1211
FCG Advisors
New Jersey
$237K +$233K +2,119 New
SFSIG
1212
San Francisco Sentry Investment Group
California
$235K +$231K +2,100 New
MAM
1213
Mizuho Asset Management
Japan
$234K +$230K +2,091 New
GIP
1214
Greatmark Investment Partners
Georgia
$232K +$228K +2,070 New
MCWS
1215
McKinley Carter Wealth Services
West Virginia
$231K +$242K +2,199 New
MS
1216
Madison Scottsdale
Arizona
$229K +$226K +2,050 New
MCM
1217
Marathon Capital Management
Maryland
$228K +$224K +2,037 New
ODCM
1218
Old Dominion Capital Management
Virginia
$228K +$224K +2,037 New
FFSOTS
1219
Fiduciary Financial Services of The Southwest
Texas
$227K +$223K +2,025 New
FA
1220
FMA Advisory
Pennsylvania
$226K +$222K +2,019 New
CHA
1221
Cedar Hill Associates
Illinois
$226K +$222K +2,022 New
BT
1222
Bankers Trust
Iowa
$225K +$221K +2,010 New
WIM
1223
Wilen Investment Management
Florida
$225K +$248K +2,250 New
BII
1224
Bainco International Investors
Massachusetts
$224K +$220K +2,000 New
ICRM
1225
Insight Capital Research & Management
California
$224K +$220K +2,000 New
47 48
49
50 51

BRK.B Hedge Fund Activity: Q2 2013 in Review

1,327 of the 3,064 institutional investors tracked by Wall St. Rank reported a position in Berkshire Hathaway Class B (BRK.B) for Q2 2013, worth a combined $84B.

Buyers outnumbered sellers: 1,327 funds opened new BRK.B positions and 0 closed out — a net gain of 1,327 holders — while 0 added to existing stakes and 0 trimmed.

  • 1,327 institutional investors held Berkshire Hathaway Class B (BRK.B) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $84B of Berkshire Hathaway Class B stock for Q2 2013.
  • 1,327 funds opened new Berkshire Hathaway Class B positions in Q2 2013 and 0 closed out, a net change of +1,327 holders.

Based on aggregated 13F filings for Q2 2013.